Allergy Therapeutics Share Discussion Threads

[jpuff] 12/4/2018 10:35

Maybe if there's a general lack of confidence we should be holding something else! Too late for me now as I'm well under water here now :(

[jimmyloser] 12/4/2018 09:51

Yes, it is just due to lack of confidence. They are prone to setbacks. Peeps are waiting for the outcome of the trials. As the company said themselves this is a transitional year!

impo/dyor

[richsawko] 12/4/2018 09:07

What is happening to these shares, now at a year low!

[timbo003] 15/3/2018 12:22

The video from last week's Shares Mag presentation is now available:

[jimmyloser] 08/3/2018 10:23

If they get a positive result on the two trials, this will (impo) fly past 40p
in a re-rating.
However if they don't????

Too cheap right now.

dyor impo

[audigger] 08/3/2018 10:07

So is the the beginning of a journey back to 40p? The building blocks are in place!

[timbo003] 07/3/2018 23:32

Nick Wykeman (CFO) did the honours at the Shares Mag meeting this evening, the slides and video of the presentation (including Q&As) should be available in the next couple of days

[oshy92] 07/3/2018 11:04

Morning. Short TV interview with Manuel Llobert (CEO) and Nick Wykeman (CFO) following this morning's results:

www.fmp-tv.co.uk/company/allergy-therapeutics-investors-video-and-news/

[timbo003] 07/3/2018 09:27

See new Interview with Manuel Llobert (CEO) and Nick Wykeman (CFO) on Proactive:

[timbo003] 07/3/2018 09:03

Results out today report steady progress:


The company will be presenting at the Shares Mag meeting this evening, so I will go along to that and report back in due course:


Let me know if you have any specific questions for Manuel and I will try to get some answers.

[33mick] 02/3/2018 17:36

Old article re French peanut
Allergy drug and US market size..gained fast track approval as
mentioned by prev poster

[jimmyloser] 28/2/2018 09:55

Rich
I agree, a long way to go but they are clearly encouraged.
It is mindblowing when you think of the strength of the portfolio under various stages of development here.

No doubt they will be allowed to run for another couple of years to prove the products before they are snapped up.
Fingers crossed for no more backward steps.
jl

impo/dyor etc

[richsawko] 28/2/2018 07:48

This is good news and shows a lot of confidence in the product, long way to go though

[wizzkid211] 28/2/2018 07:26

RNS Number : 1512G
Allergy Therapeutics PLC
28 February 2018







Allergy Therapeutics plc

("Allergy Therapeutics" or the "Group")



Allergy Therapeutics prepares for manufacturing and clinical development of Polyvac® Peanut allergy product



- Specialist CMO AGC Biologics engaged -



28 February 2018 Allergy Therapeutics plc (AIM:AGY), the fully integrated specialty pharmaceutical group specialising in allergy vaccines, today announces it has signed a contract with AGC Biologics (Heidelberg, Germany) to scale up the manufacturing of its Polyvac® Peanut product for use in clinical studies.



Pre-clinical findings using Polyvac® Peanut demonstrated protection against anaphylaxis and induction of protective immunity. It is planned that further development of this product will enable the Group to address the current unmet need. Allergy Therapeutics will now scale-up and validate the manufacturing processes for Polyvac® Peanut as part of the clinical development programme.



Food allergy, and in particular peanut allergy, is a significant and strategically important area for Allergy Therapeutics due to the serious and destabilising effects on the lives of both patients and their families. The global addressable market for therapies to help mitigate these effects is estimated at $8 billion per annum1.



AGC Biologics is a contract manufacturing organisation (CMO) specialising in expression and purification of recombinant therapies. The company has produced batches of cGMP-compliant material for a variety of pharmaceutical and biotech companies with proven operational expertise in the transfer, development, scale-up and validation of cGMP processes and has prior experience in expression of virus like particle constructs.



Manuel Llobet, CEO at Allergy Therapeutics, stated: "The disruption to patients' social and family life as a result of food allergies is significant, and we are committed to addressing these current unmet needs. The Group's peanut vaccine programme complements our current marketed range of ultra-short course vaccines in terms of safety, efficacy and improved patient convenience. We are pleased to start working with AGC Biologics in order to further progress the clinical programme."

[aruntim] 19/2/2018 12:29

No problem guys, just wait until 1 Sell and it'll rocket!

Seriously though I've held 10+ years and would have hoped for a reasonable price BUT, as many have said, some purchases were 7 - 9 p so can't complain, even with buys along the way I'm a 100% profit, I just feel there's loads more in this but worry I'll flog out of boredom soon!

[richsawko] 15/2/2018 07:57

That would be nice! 2020??

[audigger] 14/2/2018 20:44

RichS I nearly sold as it hit 40p but didn't and I regret it. I bought and sold my initial holdings a number of times. I first bought at 7p and sold 10 days later at 14p after the hold was lifted. I then bought and sold another 3 times. But more recently (last 4 years or so)I decided to just keep adding on the dips and haven't sold the peaks because I'm nervous that I'll miss a breakout. I'm now viewing this as long term investment for when I retire in 10 years or so. Will sell at 100p!

[richsawko] 14/2/2018 16:04

Same movement year after year. It is painful to watch. Maybe I eventually need to sell at the next big rise, reluctant as I have owned for over 10 years!

[audigger] 14/2/2018 15:54

Added today, look cheap to me.....if they get to 20p or less I'll be in for a big chunk!

[audigger] 12/2/2018 12:07

Indeed it is and also the dose range finder which didn't work as planned.

[richsawko] 12/2/2018 07:51

Is that not due to the hold put on by the FDA in America, wrongly I must add!

[audigger] 12/2/2018 07:30

Good news but it's only ahead of the revised schedule; it is in fact years behind the original schedule!

[jimmyloser] 01/2/2018 11:27

31 Jan Numis Buy 28.50 45.00 45.00 Retains